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Convergence Investment Partners’s DaVita DVA Stock Holding History

Convergence Investment Partners’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,389
Closed -$1.7M – 266
2024
Q4 		$1.7M Buy
11,389
+2,836
+33% +$445K 0.38% 88
2024
Q3 		$1.4M Buy
8,553
+3,081
+56% +$455K 0.38% 86
2024
Q2 		$758K Buy
5,472
+2,725
+99% +$376K 0.22% 143
2024
Q1 		$379K Buy
+2,747
New +$330K 0.15% 167
2020
Q3 		– Sell
-14,581
Closed -$1.15M – 238
2020
Q2 		$1.15M Buy
14,581
+3,027
+26% +$236K 0.4% 81
2020
Q1 		$879K Sell
11,554
-6,734
-37% -$529K 0.38% 82
2019
Q4 		$1.37M Buy
+18,288
New +$1.21M 0.39% 83
2018
Q3 		– Sell
-29,005
Closed -$2.01M – 323
2018
Q2 		$2.01M Buy
29,005
+28,112
+3,148% +$1.88M 0.28% 132
2018
Q1 		$59K Buy
+893
New +$65.6K 0.01% 415
2017
Q4 		– Sell
-32,201
Closed -$1.91M – 307
2017
Q3 		$1.91M Buy
32,201
+5,382
+20% +$324K 0.27% 140
2017
Q2 		$1.74M Buy
26,819
+21,724
+426% +$1.44M 0.25% 153
2017
Q1 		$346K Buy
+5,095
New +$337K 0.05% 309

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Convergence Investment Partners's DVA Position: Q1 2025 in Review

Convergence Investment Partners sold out of DaVita (DVA) in Q1 2025, closing a stake of 11,389 shares — an estimated $1.7M sold.

Convergence Investment Partners first reported a position in DVA in Q1 2017 and held it in 12 quarters. The position peaked at $2.01M in Q2 2018. 597 funds tracked by Wall St. Rank hold DVA as of Q1 2025.

  • Convergence Investment Partners reported no remaining DaVita position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 11,389 DaVita shares in Q1 2025, an estimated $1.7M.
  • Convergence Investment Partners first reported a position in DaVita in Q1 2017 and held it in 12 quarters.
  • Convergence Investment Partners's DaVita position peaked at $2.01M in Q2 2018.
  • 597 funds tracked by Wall St. Rank held DaVita as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.